- Cardinal Health (Sacramento, CA)
- …chain service offering. Responsibilities include month end and mid-month variance analysis and projections to forecast and budget, business case development and ... partner to business operations director(s) + Own monthly results analysis , focused on volume, rate, mix analysis ...results analysis , focused on volume, rate, mix analysis + Build cross functional businesses cases / deal… more
- Cardinal Health (Sacramento, CA)
- …and Cash Flow FP&A The ideal candidate should demonstrate proficiency in financial modeling, forecasting, and variance analysis . An understanding of balance ... a driven, results-focused professional to support the development of meaningful financial insights that will enable business growth and continuity. at-Home… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Financial Analysis & Regulatory Support, Senior Advisor at Southern California Edison (SCE) and build a better ... cleaner air for everyone. As a Financial Analysis & Regulatory Support, Senior Advisor , your...Qualifications** + Ten or more years of experience in financial planning , modeling and/or forecasting. Preferred Qualifications… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Modeling, Forecasting & Economic Analysis Senior Advisor at Southern California Edison (SCE) and build a better ... Analysis and Business Case Development: + Evaluate the financial impact of new grid architecture design and technology...grid architecture design. As a Modeling, Forecasting & Economic Analysis Senior Advisor , your work will help… more
- Southern California Edison (Irwindale, CA)
- … planning portfolio within the call center, as well as conducting financial analysis , performing risk assessments, and conducting performance and trend ... the Clean Energy Revolution Become a Resource Management Business Planning , Advisor at Southern California Edison (SCE)...analysis . Additionally, you'll lead or provide project support and… more
- BMO Financial Group (Los Angeles, CA)
- …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... of tools and training required to deliver business results. (eg sales process, financial planning , presentation skills, estate planning , wealth transfer,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description About the Role We are seeking a dynamic and client-focused Financial Advisor to join our growing team. This role is ideal for someone who thrives in ... lives with their values and goals. As a Financial Advisor , you will be responsible for...Prepare and present client meeting materials, including cash flow analysis , asset allocation strategies, and long-term planning … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Lead client meetings, ensure follow-up on action items, and manage day-to-day relationship needs. Financial Planning & Analysis + Prepare and review ... A values-driven financial advisory firm is seeking a dedicated and experienced Senior Financial Advisor to join its team. This role is focused on managing… more
- Bank of America (Redwood City, CA)
- Financial Solutions Advisor - Silicon Valley Area Cupertino, California;Mountain View, California; Menlo Park, California; Cupertino, California; Palo Alto, ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/US CA Cupertino 1-Apple-Park-Way Apple-Park-CA3218/ Financial -Solutions- Advisor --Consumer-Investments--Silicon-Valley-Area\_25025582-1) **Job Description:** Please Note… more
- Insight Global (San Francisco, CA)
- …Description A client of Insight Global is looking to bring on a Chinese-Speaking Financial Advisor to manage and grow a portfolio of high-net-worth clients for ... Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis . Unquestioned commitment to integrity in personal and… more